UFA
US Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,128
| Closed | -$280K | – | 74 |
|
|
2021
Q2 | $280K | Sell |
5,128
-1,100
| -18% | -$60.1K | 0.14% | 56 |
|
|
2021
Q1 | $336K | Hold |
6,228
| – | – | 0.09% | 107 |
|
|
2020
Q4 | $349K | Buy |
+6,228
| New | +$349K | 0.11% | 86 |
|
|
2016
Q2 | – | Sell |
-240
| Closed | -$13K | – | 338 |
|
|
2016
Q1 | $13K | Buy |
+240
| New | +$13K | 0.02% | 193 |
|